Next Financial Group’s Keurig Dr Pepper KDP Stock Holding History

Next Financial Group’s Portfolio KDP Stock Details KDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$58K	Buy	1,577 +839	+114%	+$29.6K	﹤0.01%	1409
2021 Q3	$25K	Sell	738 -2,766	-79%	-$96.7K	﹤0.01%	1716
2021 Q2	$124K	Buy	3,504 +3,067	+702%	+$109K	0.01%	1018
2021 Q1	$15K	Sell	437 -8	-2%	-$259	﹤0.01%	1740
2020 Q4	$14K	Buy	445 +45	+11%	+$1.33K	﹤0.01%	1665
2020 Q3	$11K	Buy	+400	New	+$11.7K	﹤0.01%	1603
2017 Q1	–	Sell	-75	Closed	-$7K	–	2087
2016 Q4	$7K	Hold	75	–	–	﹤0.01%	1807
2016 Q3	$7K	Buy	+75	New	+$7.11K	﹤0.01%	1810
2014 Q4	–	Sell	-7	Closed	–	–	2131
2014 Q3	$0	Hold	7	–	–	﹤0.01%	2538
2014 Q2	$0	Buy	+7	New	+$393	﹤0.01%	1224

Other funds holding KDP

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Next Financial Group's KDP Position: Q4 2021 in Review

Next Financial Group increased its Keurig Dr Pepper (KDP) stake by 114% in Q4 2021, buying an estimated $29.6K and bringing the position to 1,577 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Next Financial Group first reported a position in KDP in Q2 2014 and has held it in 10 quarters since. The position peaked at $124K in Q2 2021. 549 funds tracked by Wall St. Rank hold KDP as of Q4 2021.

Next Financial Group held 1,577 shares of Keurig Dr Pepper worth $58K as of Q4 2021.
Next Financial Group bought 839 Keurig Dr Pepper shares in Q4 2021, an estimated $29.6K.
Keurig Dr Pepper made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1409 holding.
Next Financial Group first reported a position in Keurig Dr Pepper in Q2 2014 and has held it in 10 quarters since.
Next Financial Group's Keurig Dr Pepper position peaked at $124K in Q2 2021.
549 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.